Come join us with your favorite glass of whiskey! Hosted by First Rate's Managing Director of Wealth, Alex Serman, CIPM, we will explore and discuss all things WealthTech as we taste and experience whiskeys from all over the world.
Private Markets are No Longer Opaque: AI, Due Diligence, & the Future of Allocation
In Episode 31 of Whiskey & WealthTech, host Alex Serman sits down with Philipp Hemmersbach, CEO and Co-Founder of Kapnative, to explore how artificial intelligence is reshaping private market investing. Philipp shares how his experience working with wealth managers, family offices, and private banks revealed a common pain point: private markets are growing rapidly — but due diligence processes remain manual, slow, and opaque. Kapnative is changing that by deploying AI agents across the en...
20 Nov 2025
From Risk to Readiness: Rethinking Shareholding Disclosure with Eric Lapham
In our milestone Episode 30 of Whiskey & Wealthtech, Alex sits down with Eric Lapham from Artius Global to unpack one of the most overlooked—but costly—areas in wealth and asset management: shareholding disclosure compliance. They break down why firms are struggling with manual processes, how one missed filing can trigger fines in the hundreds of thousands, and why automation is quickly becoming the industry standard. Kicking things off with a pour of a classic bourbon, Maker’s Mark, Eric...
23 Oct 2025
The Future of Goals-Based Investing: Bridging the Gap Between Planning and Portfolio Construction with Nebo Wealth
n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing. They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives in...
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
3 ratings
Spotify
5.0 / 5
3 ratings
Podcast Authority Score: 24 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
25
Social presence
0
YouTube
0
Engagement
60
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